401k

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Roth IRAs: The Mathematics For High-Wealth Taxpayers

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Roth IRAs offer clear tax advantages, but the behavioral issues might surprise advisors.

401(k) Millionaires Stage A Comeback With Another Quarter Of Gains

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The tally of seven-figure retirement accounts at Fidelity is climbing as stocks bounce back after falling in 2022.

Fidelity, Vanguard TDFs Have Underperformed Balanced Funds, Morningstar Says

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Researchers found a significant performance gap, mainly because of poor performance by non-U.S. equities.

401(k) Balances Rise, But So Do Hardship Withdrawals, BofA Says

by FA Staff

The average 401(k) participant saw their account balances rise 9.6% during the first half of the year.

Nuveen Launches Target-Date Funds With Annuity Option

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The products allow fund investors to build guaranteed income into their fund strategy, the company said.

Great Recession Damaged Late Boomer Retirement Nest Eggs, Researchers Say

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Late boomers' retirement assets Are 14.5% lower compared with earlier retirees, according to Boston College researchers.

Employee Benefits Are Changing With The Workforce

by FA Staff

A new study says employees want more benefits for physical and mental well-being.

U.S. Workers Say They Need $1.8 Million For Retirement

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Workers are finding it harder to save, says a Charles Schwab survey.

The 60/40 Portfolio Doesn't Work For Everyone, Vanguard Strategist Says

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The 60/40 model is still viable, but it's not a "one-size-fits-all" solution, strategist Todd Schlanger said.

SECURE 2.0 Changes To Catch-Up Contribution Rules Drawing Near

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The changes could provide clients with significant savings, advisors say.

More 401(k) Participants Are Getting Professional Advice, Vanguard Says

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Sponsors are increasingly making advisors available to plan participants, the company said in new report.

Retirement Withdrawals For Couples Are All About The Tax Brackets

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A couple's retirement withdrawals must take their brackets (and their children's) into account.

Americans Say They Need $1.27M To Retire Comfortably

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That's a problem since the average U.S. pre-retiree has only saved about $110,000, a Northwestern Mutual report says.

Carson Group Acquires $5B AUM Oregon Retirement Plan Specialist

by FA Staff

Carson has recently shored up its workplace retirement plan offerings through hires and acquisitions.

SageView To Acquire $5.2B San Diego Retirement Plan Consulting Firm

by FA Staff

RBG also includes a wealth management business and was founded in 2010.

Wealthspire Acquires $1B AUM Richmond-Area RIA

by FA Staff

ACG Wealth Management brings along a retirement plan division.

Generation X Not Ready For Retirement: Prudential

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The firm found that 35% of Gen Xers have less than $10,000 saved.

Congress Prepares Bill To Fix SECURE 2.0 Catch-Up Contribution Snafu

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The legislation also aims to correct mistakes regarding RMD ages, lawmakers said.

Independent Workforce Climbs As U.S. Women Leave Traditional Jobs

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There were an estimated 6.7 million independent professionals last year, up 2.2% from 2021.

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